Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,016 | $198,457-84.9% | $170,435-82.4% | $147,586-79.7% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 20.04% | 257.30%-237.3pp | 205.94%-185.9pp | 578.59%-558.6pp |
| Employer contribution / active EE | $1,196 | $6,183-80.7% | $5,432-78.0% | $4,876-75.5% |
| Participant deferral / active EE | $5,578 | $5,629-0.9% | $4,939+12.9% | $5,439+2.6% |
| Admin fee / account holder | $159 | $16,852-99.1% | $13,881-98.9% | $10,886-98.5% |